Portfolio (Quarterly)
Guide ↗
Holistic Financial Partners
· CIK 0001729304| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ASTRAZENECA PLC | — | 4,201 | $386K | 0.14% | SOLD |
| 2 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 522 | $302K | 0.11% | SOLD |
| 3 | COF | CAPITAL ONE FINL CORP | Financial Services | 1,181 | $286K | 0.10% | SOLD |
| 4 | DTE | DTE ENERGY CO | Utilities | 2,043 | $264K | 0.10% | SOLD |
| 5 | GLW | CORNING INC | Technology | 2,583 | $226K | 0.08% | SOLD |
| 6 | XLF | SELECT SECTOR SPDR TR | — | 3,796 | $208K | 0.07% | SOLD |
| 7 | DIS | DISNEY WALT CO | Communication Services | 1,764 | $201K | 0.07% | SOLD |
Sector Allocation
Healthcare
50.5%
Technology
16.5%
Financial Services
10.3%
Industrials
6.5%
Communication Services
5.2%
Consumer Cyclical
4.6%
Energy
3.1%
Consumer Defensive
1.9%
Utilities
1.1%
Basic Materials
0.2%